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Wells Fargo

2,601 hedge funds and large institutions have $200B invested in Wells Fargo in 2025 Q3 according to their latest regulatory filings, with 192 funds opening new positions, 1,056 increasing their positions, 941 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

1.76% less ownership

Funds ownership: 76.19%74.43% (-1.8%)

15% less call options, than puts

Call options by funds: $4.25B | Put options by funds: $5.03B

17% less funds holding in top 10

Funds holding in top 10: 9075 (-15)

Holders
2,601
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.25B
Puts
$5.03B
Net Calls
Net Calls Change

Top Buyers

1 +$647M
2 +$468M
3 +$375M
4
JP Morgan Chase
JP Morgan Chase
New York
+$356M
5
Morgan Stanley
Morgan Stanley
New York
+$340M
Name Holding Trade Value Shares
Change
Change in
Stake
PS
2576
PayPay Securities
Japan
$5.3K
SFCL
2577
Strengthening Families & Communities LLC
Massachusetts
$5.21K
CF
2578
Conquis Financial
California
$5.2K
EPW
2579
Evergreen Private Wealth
Colorado
$4.61K
BFS
2580
Bare Financial Services
Pennsylvania
$4.61K
WOC
2581
West Oak Capital
California
$4.28K
DI
2582
DAGCO Inc
Ohio
$4.19K
DAL
2583
Delta Accumulation LLC
California
$4.12K
HIA
2584
HFM Investment Advisors
New Jersey
$3.77K
AFWM
2585
Abich Financial Wealth Management
Virginia
$3.57K
FF
2586
Friedenthal Financial
New Jersey
$2.77K
DCM
2587
Davis Capital Management
Florida
$2.6K
NRWA
2588
North Ridge Wealth Advisors
Oregon
$2.52K
DF
2589
DecisionPoint Financial
Arizona
$2.18K
IAS
2590
IMA Advisory Services
Colorado
$2.01K
SA
2591
Seneschal Advisors
Washington
$2.01K
TC
2592
Trust Company
Kansas
$1.93K
EFMH
2593
E Fund Management (HK)
Hong Kong
$1.68K
LWMI
2594
Legacy Wealth Management (Idaho)
Idaho
$1.59K
BMC
2595
Bear Mountain Capital
Washington
$1.02K
ORAM
2596
One River Asset Management
Connecticut
$1.01K
EWM
2597
Evolution Wealth Management
Florida
$838
CWM
2598
Copia Wealth Management
Oregon
$503
SVWA
2599
Sarver Vrooman Wealth Advisors
Missouri
$419
CIAM
2600
Caitong International Asset Management
Hong Kong
$251